Prerequisite(s):    The System Administrator must have assigned you the Document Management Administration role.

                 A customer folder must have been added to the Directory Structure Template.

 

Note: A customer folder cannot be deleted if it contains any uploaded documents. The documents must be deleted from this folder before the folder can be removed.

 

1.   Hover your mouse over the Administration link on the menu bar.

2.   Click the Document Management Administration sub-link from the menu bar.

3.   Click the Directory Structure Template tab at the top of the Document Management System Administration page.

4.   Navigate the template folder structure to the folder where you previously added a customer folder by clicking on the folder name links.

5.   Click the  icon in the ‘Actions’ column for the customer folder you wish to delete.

6.   Click the OK button in the popup to delete this customer folder. Click the Cancel button to cancel this action.